About the Author

James Lorenz is an author and a Certified Financial Education Instructor℠ (CFEI®) living in Ohio. He holds a Bachelor of Science degree in Computer Information Systems and a teaching certificate in secondary education. He is a published author with Pearson Education and has over 30 years of teaching experience with community colleges and with private sector companies such as Honda, Motorola, and Cisco Systems. He has worked closely with financial advisors over the last 20 years and has developed an understanding of personal finance based on first-hand experience. He is currently working with local community members to promote financial wellness and offer basic personal finance education with this book being an integral component. He is retired and has spent the past five years researching and writing this book with the goal of giving back to the community by helping to educate people on how to manage their finances. A portion of the profits from the sale of this book will be used to help promote financial literacy. 

James brings a fresh perspective and insight into the types of financial situations the average person might encounter during their lifetime while also providing many pertinent notes and money tips. Most of the anecdotes and scenarios presented in this book are his personal, real-life experiences including situations dealing with money management, investments, homes, vehicles, and college. He has had careers as an author/instructor in automotive technology, computer programming. and network engineering, as well as personal finance. 

National Financial Educators Council (NFEC) Selects  James A. Lorenz, CFEI for Educator Spotlight!

Gives Back to His Community by Authoring, Donating His Comprehensive Financial Wellness Book To Libraries and Schools in Ohio

Financial Wellness Book Article

The following people are members of our professional advisor group. They have not only provided valuable services to us over the years but they have been instrumental in the development and validation of content for this book. They are all based in Ohio. 

• Todd Richardson, CPA - Tax advisor and book financial editor

• Trent Schuler, CFP - Financial advisor

• Julie Spain, Esq. Attorney - Business legal advisor

• Dustin Hughes, Attorney - Estate legal advisor

• Andrew Conley, PLCS - Insurance advisor (Auto/Home/Business)

• Jim Hogan, MSFS - Health Care and Medicare Planning